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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,756 | $45,343-49.8% | $150,298-84.9% | $67,986-66.5% |
| Participation rate | 29.0% | 51.9%-22.9pp | 77.8%-48.8pp | 57.2%-28.2pp |
| Annual return | 17.66% | 33.28%-15.6pp | 62.79%-45.1pp | 31.67%-14.0pp |
| Employer contribution / active EE | $481 | $1,462-67.1% | $4,154-88.4% | $2,019-76.2% |
| Participant deferral / active EE | $823 | $2,055-59.9% | $5,453-84.9% | $3,358-75.5% |
| Admin fee / account holder | $2,566 | $2,250+14.1% | $14,116-81.8% | $3,203-19.9% |